By: DOUGLAS A. RILEY, CFA, PORTFOLIO MANAGER As we cross the midway point, 2026 is shaping up to be a bang-up year for stocks, including Real Estate, which was the second-best performing equity asset after Small Caps[1]. Other risk assets have posted mixed returns, with Bitcoin...

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  By: DOUGLAS A. RILEY, CFA, PORTFOLIO MANAGER May 13th marked one of the most consequential leadership transitions in Federal Reserve history. Kevin Warsh was confirmed as Fed Chair by the narrowest margin and took the helm on May 22nd. Despite a history of leaning “h...

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